Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q2 2023 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Aug 3, 2023
Slide 1: Puma Biotechnology Earnings Call: Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 3, 2023
Slide 2: Forward-Looking Safe-Harbor Statement
Forward-Looking Safe-Harbor Statement This presentation contains forward-looking statements, including statements regarding commercialization of NERLYNX® and the potential indications and development of our drug candidates. All forward-looking statements involve risks and uncertainties that could ca
Slide 3: Puma's Pharmacy and Distributor Network
Puma’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network (SP) Acaria Health Accredo CVS ONCO 360 Patients Optum / Biologics Diplomat Sites of Care Specialty Distributor Network (SD) Academic Hospitals McKesson Community Hospitals ASD/Oncology Supply Physician Practices Cardina
Slide 4: $51.6 Million net NERLYNX revenue in Q2'23
$51.6 Million net NERLYNX revenue in Q2’23 ~0.6% growth compared to Q2’22 ~10% growth compared to Q1’23 Net Revenue (in $MM) Net Revenue (in $MM) 51.3 51.6 51.6 46.8 Q2'2022 Q2'2023 Q1'2023 Q2'2023 Inventory Change ($) Inventory Change ($) Q2’22 Q2’23 Q1’23 Q2’23 + $2.7 mil - $1.5 mil - $3.8 mil - $
Slide 5: 3,022 Ex-factory bottles were sold in Q2'23
3,022 Ex-factory bottles were sold in Q2’23 ~6% decline compared to Q2’22 ~6% growth compared to Q1’23 Bottles Bottles 3,200 3,022 3,022 2,849 Q2'2022 Q2'2023 Q1'2023 Q2'2023 Inventory Change Bottles Inventory Change Bottles Q2’22 Q2’23 Q1’23 Q2’23 179 -89 -236 -89 Includes commercial SP & SD bottle
Slide 6: ~70% of patients in Q2'23 started at a reduced dose
~70% of patients in Q2’23 started at a reduced dose* % of Patients starting at reduced dose 67.9% 69.5% 65.4% 64.0% 64.0% 61.5% 59.4% 54.9% 42.4% 37.7% 38.7% 32.8% 30.0% 31.0% 28.0% 19.0% 12.0% 11.0% 6.0% 7.0% 4.0% 2.0% 2.0% 3.0% *Reduced dose defined as fewer than 6 pills per day Copyright 2023 Pum
Slide 7: Rest of World Partnerships – Timelines
Rest of World Partnerships – Timelines Region Partner Regulatory Approvals Commercial Launches • 2019 – Ext. Adj. in Australia, Singapore • 2020 – Singapore • 2020 – Ext. Adj. in Brunei, Malaysia, New Zealand Australia / SE Asia • Q2 2021 – Malaysia • Q2 2022 – Ext. Adj. in the Philippines • Q3 / Q4
Slide 8: Puma Biotechnology Earnings Call: Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 3, 2023